SCM

Steadview Capital Management Portfolio holdings

AUM $692M
1-Year Est. Return 219.48%
This Quarter Est. Return
1 Year Est. Return
+219.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$483M
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$24.6M
3
+$21M
4
MMYT icon
MakeMyTrip
MMYT
+$5.84M

Top Sells

1
+$33.5M
2
+$12M
3
+$11.9M
4
DASH icon
DoorDash
DASH
+$9.73M
5
SHOP icon
Shopify
SHOP
+$9.57M

Sector Composition

1 Consumer Discretionary 43.32%
2 Communication Services 23.33%
3 Technology 21.98%
4 Financials 11.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$125M 25.76%
612,405
2
$91.8M 19%
283,550
-103,450
3
$79M 16.35%
471,040
-58,000
4
$55M 11.37%
+1,475,100
5
$48M 9.94%
451,854
-90,000
6
$33.6M 6.94%
234,920
-83,000
7
$24.6M 5.1%
+76,000
8
$21M 4.34%
+46,850
9
$5.84M 1.21%
+52,000
10
– –
-178,526